10月月报及11月投资策略:估值持仓回落至底部区间,相对收益企稳国联民生家电 | 孙珊、管泉森根据《证券期货投资者适当性管理办法》,本微信平台所载内容仅供国联民生证券客户中专业投资者参考使用。若您非国联民生证券客户中的专业投资者,为控制投资风险,请勿订阅、接受、转载或使用本平台中的任何信息。风险提示政策兑现不及预期。2024Q4起内销政策进入兑现阶段,2025年以来弹性有所趋弱,若后续资金使用进度...
Source Link10月月报及11月投资策略:估值持仓回落至底部区间,相对收益企稳国联民生家电 | 孙珊、管泉森根据《证券期货投资者适当性管理办法》,本微信平台所载内容仅供国联民生证券客户中专业投资者参考使用。若您非国联民生证券客户中的专业投资者,为控制投资风险,请勿订阅、接受、转载或使用本平台中的任何信息。风险提示政策兑现不及预期。2024Q4起内销政策进入兑现阶段,2025年以来弹性有所趋弱,若后续资金使用进度...
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